Workiva Inc
WK- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001445305
In the last 90 days, Workiva Inc insiders filed 0 open-market purchases and 1 sale; 306 institutions reported holding it in 13F filings for Q2 2026, worth $2.41B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Workiva Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 287
- −28 vs. Q4 2021
- Shares held
- 44.3M
- +1.99M (+4.7%) vs. Q4 2021
- Total value
- $5.23B
- −$299.0M (−5.4%) vs. Q4 2021
- New holders
- 39
- 119 more added
- Sold out
- 67
- 93 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 306 | $2.41B |
| Q1 2026 | 315 | $2.92B |
| Q4 2025 | 348 | $4.32B |
| Q3 2025 | 314 | $4.16B |
| Q2 2025 | 313 | $3.17B |
| Q1 2025 | 330 | $3.59B |
| Q4 2024 | 316 | $5.17B |
| Q3 2024 | 295 | $3.64B |
| Q2 2024 | 300 | $3.42B |
| Q1 2024 | 302 | $4.03B |
| Q4 2023 | 325 | $4.81B |
| Q3 2023 | 333 | $4.69B |
| Q2 2023 | 306 | $4.62B |
| Q1 2023 | 311 | $4.61B |
| Q4 2022 | 271 | $3.75B |
| Q3 2022 | 262 | $3.41B |
| Q2 2022 | 252 | $2.92B |
| Q1 2022 | 287 | $5.23B |
| Q4 2021 | 319 | $5.52B |
| Q3 2021 | 283 | $5.86B |
| Q2 2021 | 250 | $4.33B |
| Q1 2021 | 238 | $3.27B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 32,236 | $3.80M | 0.01% | −1,147−3.4% | Reduced |
| Liontrust Investment Partners LLP | 30,000 | $3.54M | 0.05% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 29,327 | $3.46M | 2.90% | −8,163−21.8% | Reduced |
| TD Asset Management Inc | 27,366 | $3.23M | 0.00% | −4,542−14.2% | Reduced |
| Banque Pictet & Cie SA | 25,000 | $2.95M | 0.02% | +25,000 | New |
| Schonfeld Strategic Advisors LLC | 24,900 | $2.94M | 0.03% | +13,664+121.6% | Added |
| State of New Jersey Common Pension Fund D | 24,634 | $2.91M | 0.01% | +1,670+7.3% | Added |
| Barclays PLC | 24,293 | $2.87M | 0.00% | −49,590−67.1% | Reduced |
| MetLife Investment Management | 22,917 | $2.70M | 0.02% | +8,109+54.8% | Added |
| American International Group, Inc. | 21,262 | $2.51M | 0.01% | −1,496−6.6% | Reduced |
| Royce & Associates LP | 19,000 | $2.24M | 0.02% | +19,000 | New |
| Institutional & Family Asset Management, LLC | 18,983 | $2.24M | 0.35% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 18,474 | $2.18M | 0.19% | +194+1.1% | Added |
| Manufacturers Life Insurance Company, The | 17,836 | $2.10M | 0.00% | −3,879−17.9% | Reduced |
| Voya Investment Management LLC | 16,788 | $1.98M | 0.00% | +203+1.2% | Added |
| STRS Ohio | 16,600 | $1.96M | 0.01% | +1,600+10.7% | Added |
| Stanley-Laman Group, Ltd. | 16,439 | $1.94M | 0.27% | +3,888+31.0% | Added |
| Assenagon Asset Management S.A. | 16,103 | $1.90M | 0.01% | −225−1.4% | Reduced |
| Mariner, LLC | 15,753 | $1.86M | 0.01% | +554+3.6% | Added |
| State Board of Administration of Florida Retirement System | 15,250 | $1.80M | 0.00% | −1,630−9.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,973 | $1.77M | 0.00% | −13,089−46.6% | Reduced |
| Franklin Resources Inc | 14,926 | $1.76M | 0.00% | −679−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 14,854 | $1.75M | 0.00% | −542−3.5% | Reduced |
| First PREMIER Bank | 14,319 | $1.69M | 0.45% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 14,107 | $1.66M | 0.24% | +11,634+470.4% | Added |
| Dimensional Fund Advisors LP | 13,935 | $1.64M | 0.00% | −10,795−43.7% | Reduced |
| Financial Counselors Inc | 13,710 | $1.62M | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 13,486 | $1.59M | 0.10% | +7,807+137.5% | Added |
| Advisor Group Holdings, Inc. | 13,186 | $1.56M | 0.00% | +5,426+69.9% | Added |
| Baird Financial Group, Inc. | 12,723 | $1.50M | 0.00% | −943−6.9% | Reduced |
| Janney Montgomery Scott LLC | 12,364 | $1.46M | 0.01% | +8,452+216.1% | Added |
| Glenmede Trust Co NA | 12,334 | $1.46M | 0.01% | +1,540+14.3% | Added |
| M&G Investment Management Ltd | 11,881 | $1.40M | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 11,852 | $1.40M | 0.14% | −1,195−9.2% | Reduced |
| Susquehanna International Group, LLP | 11,762 | $1.39M | 0.00% | +1,301+12.4% | Added |
| Los Angeles Capital Management LLC | 11,630 | $1.37M | 0.01% | +461+4.1% | Added |
| AlphaCrest Capital Management LLC | 11,540 | $1.36M | 0.08% | −2,762−19.3% | Reduced |
| FDx Advisors, Inc. | 11,269 | $1.33M | 0.05% | −1,778−13.6% | Reduced |
| Arizona State Retirement System | 10,985 | $1.30M | 0.01% | +566+5.4% | Added |
| Trexquant Investment LP | 10,951 | $1.29M | 0.06% | +5,037+85.2% | Added |
| ProShare Advisors LLC | 10,892 | $1.28M | 0.00% | −2,032−15.7% | Reduced |
| AQR Capital Management LLC | 10,307 | $1.22M | 0.00% | −7,313−41.5% | Reduced |
| Ensign Peak Advisors, Inc | 8,680 | $1.02M | 0.00% | +50+0.6% | Added |
| Affinity Investment Advisors, LLC | 8,564 | $1.01M | 0.41% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,454 | $998.0K | 0.58% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,316 | $981.0K | 0.01% | +742+9.8% | Added |
| Bank of Montreal | 7,844 | $943.0K | 0.00% | −12−0.2% | Reduced |
| Principal Financial Group Inc | 7,776 | $918.0K | 0.00% | +493+6.8% | Added |
| Frontier Wealth Management LLC | 8,315 | $914.0K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,628 | $899.0K | 0.00% | +15+0.2% | Added |
| American Century Companies Inc | 7,752 | $898.0K | 0.00% | −3,642−32.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,532 | $889.0K | 0.00% | −276,962−97.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,520 | $887.0K | 0.08% | +3,929+109.4% | Added |
| MML Investors Services, LLC | 7,246 | $855.0K | 0.01% | +2,992+70.3% | Added |
| Jump Financial, LLC | 7,216 | $852.0K | 0.04% | +1,511+26.5% | Added |
| CWM, LLC | 7,178 | $847.0K | 0.01% | +90+1.3% | Added |
| Amalgamated Bank | 7,011 | $827.0K | 0.01% | −526−7.0% | Reduced |
| Amalgamated Financial Corp. | 7,011 | $827.0K | 0.01% | +7,011 | New |
| Squarepoint Ops LLC | 6,833 | $806.0K | 0.01% | −70,494−91.2% | Reduced |
| Commonwealth Equity Services, LLC | 6,788 | $800.0K | 0.00% | −399−5.6% | Reduced |
| First Republic Investment Management, Inc. | 6,563 | $774.0K | 0.00% | +27+0.4% | Added |
| Diversified Trust Co | 6,375 | $752.0K | 0.03% | +1,840+40.6% | Added |
| Creative Planning | 6,286 | $742.0K | 0.00% | −2,435−27.9% | Reduced |
| PEAK6 Investments LLC | 6,055 | $714.0K | 0.02% | −15,723−72.2% | Reduced |
| Bell Bank | 5,860 | $691.0K | 0.08% | +5,860 | New |
| LPL Financial LLC | 5,591 | $660.0K | 0.00% | +845+17.8% | Added |
| Jacobs Levy Equity Management, Inc | 5,468 | $645.0K | 0.00% | +5,468 | New |
| Prudential Financial Inc | 5,359 | $632.0K | 0.00% | +630+13.3% | Added |
| Victory Capital Management Inc | 6,534 | $631.0K | 0.00% | +70+1.1% | Added |
| Park Avenue Securities LLC | 5,312 | $627.0K | 0.01% | +3,743+238.6% | Added |
| Blair William & Co | 5,201 | $614.0K | 0.00% | −2,333−31.0% | Reduced |
| Handelsbanken Fonder AB | 5,200 | $614.0K | 0.00% | −2,200−29.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,127 | $605.0K | 0.00% | −620−10.8% | Reduced |
| Versor Investments LP | 5,117 | $604.0K | 0.02% | +2,290+81.0% | Added |
| Goodman Advisory Group, LLC | 5,092 | $601.0K | 0.21% | −14,988−74.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $590.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,834 | $571.0K | 0.02% | −72−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,830 | $570.0K | 0.01% | +1,986+69.8% | Added |
| Synovus Financial Corp | 4,855 | $569.0K | 0.01% | −488−9.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,542 | $536.0K | 0.00% | −24,184−84.2% | Reduced |
| Sage Rhino Capital LLC | 4,510 | $532.0K | 0.16% | +6+0.1% | Added |
| Voya Financial Advisors, Inc. | 4,548 | $527.0K | 0.06% | +4,548 | New |
| Jeneq Management, LP | 4,300 | $507.0K | 0.13% | +4,300 | New |
| Foster Group, Inc. | 4,158 | $491.0K | 0.04% | −5−0.1% | Reduced |
| We Are One Seven, LLC | 4,149 | $490.0K | 0.05% | −138−3.2% | Reduced |
| Corton Capital Inc. | 4,030 | $476.0K | 0.21% | +4,030 | New |
| Walleye Trading LLC | 3,875 | $457.0K | 0.01% | −1,148−22.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,843 | $453.0K | 0.03% | +3,843 | New |
| Engineers Gate Manager LP | 3,766 | $444.0K | 0.02% | −9,549−71.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,645 | $430.0K | 0.01% | −527−12.6% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $427.0K | 0.05% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,600 | $425.0K | 0.00% | −2,200−37.9% | Reduced |
| Ergoteles LLC | 3,558 | $420.0K | 0.02% | −7,325−67.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,326 | $392.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,309 | $390.0K | 0.00% | −39−1.2% | Reduced |
| Gilbert & Cook, Inc. | 3,300 | $389.0K | 0.06% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,162 | $373.0K | 0.07% | +135+4.5% | Added |
| Beacon Pointe Advisors, LLC | 3,115 | $368.0K | 0.01% | +1,115+55.8% | Added |
| CenterBook Partners LP | 3,092 | $365.0K | 0.13% | +671+27.7% | Added |
| Brinker Capital Investments, LLC | 2,984 | $352.0K | 0.01% | −511−14.6% | Reduced |